Crypto-linked equities outpaced the broader market rally, with Gemini shares jumping about 34% and Coinbase climbing roughly 15%.
The rally marks one of the strongest single-day rebounds in weeks, snapping a steady slide that had pushed bitcoin down sharply from its October highs.
Analysts warn the bitcoin market is vulnerable to a deeper flush amid ETF outflows, miner selling and macro shocks.
USD1 briefly fell to about $0.99707 on Monday morning, a drop that typically would not be considered a stablecoin depeg.
CryptoQuant said the exchange whale ratio has risen to 0.64, the highest level since 2015, suggesting whales are leading selling activity.
21shares said “a negative ruling on tariffs could potentially hurt Treasuries and the dollar, while favoring stocks and crypto.”
Apex Group plans to test USD1's stablecoin infrastructure within traditional fund administration, aiming to speed settlement for tokenized assets.
JPMorgan’s bitcoin production cost estimate, which has served as a support level, has fallen to $77,000 from $90,000.
The bank has also lowered price targets for Solana, XRP, BNB, and Avalanche, in addition to bitcoin and ether.
BlackRock is bringing its tokenized Treasury fund BUIDL to Uniswap through Securitize, marking its first direct DeFi trading integration.
Bitwise CIO Matt Hougan says the sell-off reflects cycle dynamics and macro risk-off forces — not a repeat of 2022’s systemic collapse.
That target is “unrealistic” this year, but possible “over the long term” once negative sentiment reverses, according to the analysts.
The bitcoin price has broken below its 365-day moving average for the first time since March 2022, CryptoQuant said.
A Glassnode analyst noted that 44% of the bitcoin supply is "now underwater," given that the token has dropped about 30% in the past month.
Bitcoin has fallen below $78,000 as crypto and precious metals sell off in tandem amid ETF outflows, liquidation pressure and Fed uncertainty.
Crypto liquidations topped $1 billion as leveraged long positions were flushed during the slide and the market cap dropped below $3 trillion.
Attention is shifting beyond rate moves, with investors focused on Fed leadership and political signals shaping the 2026 policy outlook.
Silver-linked ETFs saw a surge in trading activity, briefly outpacing major equity funds and some of the most actively traded U.S. stocks.
Bitcoin rebounded above $91,000 after Trump said he was calling off new tariffs on eight EU countries related to his Greenland ambitions.
CryptoQuant said bitcoin’s recent rebound looks like a “bear market rally,” with demand conditions less negative but weak.
Recent governance turmoil at Zcash has resurfaced questions about development continuity, tempering confidence after the token’s strong Q4.
CryptoQuant sees bitcoin downside risk toward around $70,000, and said it could fall as low as $56,000 if the downtrend continues.
Total levered short liquidations exceeded $260 million over the past four hours, according to CoinGlass data.
Vanguard lifted its ban on crypto ETFs, and Bank of America is giving 15,000+ advisers the green light to recommend allocations of 1%–4%.
Crypto VCs explain what’s behind the crypto correction, whether a bottom is forming, and what they expect next.
TD Cowen analysts still expect Strategy (MSTR) to outperform if bitcoin recovers and maintain their $535 price target.
"Amid ongoing market uncertainty, demand for deeply liquid, regulated crypto risk management tools is accelerating," CME Group said.
Analysts say Fed easing and renewed liquidity in 2026 could be key to reversing the crypto market downturn.
Retail investors have sold about $4 billion of spot BTC and ETH ETFs in November — the main driver of the latest crypto market correction.
Bitcoin briefly revisted $93,000 after ETF inflows but analysts warn that onchain metrics signal uncertainty around price action.